Mobile devices
  • Huawei is looking to step up purchases of memory chips from its Japan- and South Korea-based suppliers, including Toshiba Memory and SK Hynix, according to industry sources.
  • huawei
    TSMC continues fulfilling chip orders placed by Huawei and will maintain its supply to the China-based customer, according to the pure-play foundry, which also has reiterated its revenue forecast for 2019 of only slight growth.
  • Taiwan's five leading telecom operators have said that they will stop selling new smartphones made by Huawei due to concerns of after-sale services after Google stopped providing the Chinese smartphone vendor with vital software updates for its Android phones, according to a Chinese-language Economic...
  • Mobile device testing and certification service company Sporton International is already engaged in conducting tests and certification for 5G sub-6GHz and mmWave smartphones, and expects demand for these devices to pick up substantially starting the second half of 2019.
  • Huawei's revenue growth will likely slow to less than 20% for the whole 2019 from 39% in the first quarter of the year, due to the US trade ban, company CEO Ren Zhengfei has been quoted as saying in a SinaTech report. But Huawei has no plans to change its management or accept supervision from the US,...
  • Xiaomi has reported higher than expected revenues of CNY43.76 billion (US$6.33 billion) for the first quarter of 2019, increasing 27.2% from a year earlier.
  • With the US and China raising tariffs on each other's goods, coupled with the US ban on Huawei, uncertainty has emerged over the memory market outlook for the rest of 2019.
  • huawei
    Huawei has been piling up inventory since around the end of 2018, according to industry sources in Taiwan. Inventory levels at the China-based vendor should be able to sustain its shipments until the end of 2019, the sources continued.
  • Huawei has reportedly promised not to cut its orders with Taiwan's upstream and downstream supply chain partners and also inquired about the possibility of increasing their production capacity, a move in contrast to market speculation that Huawei could cut orders after being blacklisted by the Trump...
  • Oppo promoting the Realme models
    Efforts by China's smartphone vendors Oppo and Xiaomi to push sales of sub-brand models with high price/performance ratios could affect the own-brand sales of the parent companies and other brands, according to industry sources.
  • zenfone
    Asustek Computer has officially launched its next-generation ZenFone 6 smartphone at a product event in Spain, as it seeks to make a turnaround of its money-losing smartphone business.
  • China's largest telecom equipment maker Huawei and its chipmaking arm HiSilicon are ambitiously proceeding with their vertical and horizontal deployments in diverse chip solutions for smartphones and 5G devices, seeking to strengthen their self-sufficiency and outperform smartphone rivals amid the...
  • Sales of smartphones in the China market tumbled by 31.3% on quarter and 16.7% on year to 71.7 million units in the first quarter of 2019, Digitimes Research has estimated, as consumer confidence remained weak amid economic upheaval in the domestic market, and many handset brands were reducing their...
  • With more smartphone vendors looking to adopt substrate-like PCBs in their high-end models, and more other mobile devices including notebooks and tablets set to incorporate SLPs, SLP demand is expected to be bullish, according to industry sources.
  • Google CEO Sundar Pichai addressing at Google I/O 2019
    While unveiling optimized services for Google Lens and Duplex on the web for voice recognition, and also touting other AI and AR technologies, Google also unveiled its high-performance Pixel 3a series products and the smart home device Nest Hub Max at Google I/O 2019.
  • Asustek returns profitable
    Asustek Computer has reported net profit of NT$2.19 billion (US$70.7 million) for the first quarter of 2019, a significant improvement from a net loss of NT$2.82 billion seen in the previous quarter, although the figures were still down 8% from a year earlier.
  • Prior to 2000, the majority of China's industry was basically manufacturing businesses expanding from the Pearl River Delta to the Yangtze River Delta, and then onto Chengdu and Chongqing. However, with the production ecosystem growing mature, many of the supporting sectors also started to take shape,...
  • Digitimes president Colley Hwang
    Apple, Microsoft, Google, Amazon and Facebook are five major Internet service providers of the US. Their relationships with China have gradually turned from collaborations to confrontations, as the country has been citing national security or the need to grow local enterprises to bar the US firms from...
  • HTC has reported its revenues tumbled 54.8% on month and 71.7% on year to a 17-year low of NT$592.65 million (US$19.17 million) in April.
  • oppo
    Shipments of smartphones by China's handset makers shrank 30.5% on quarter and 5.8% on year to 140 million units in the first quarter of 2019, affected by weakened consumer confidence in the domestic market amid the US-China trade tensions and off-peak season effects in overseas market, according to...
  • Following four consecutive quarters of negative growth in 2018, the global smartphone market continued to struggle in the first quarter of 2019 suffering a 6.3% year-over-year decline in shipments. Shipments totaled 323.8 million units in the first quarter of 2019, down from 345.6 million during the...
  • Demand for testing, inspection and certification will continue ramping up in the mobile device and other wireless communication sectors in the second quarter of 2019, as the industry is gearing up for the era of 5G commercialization, according to Sporton International.
  • The PC market used to cater mainly to white-collar workers, with manufacturers relying mostly on HP and Dell. The traditional PC and handset assembly sector remains a stable supply chain with the US still being the largest market. Currently, Taiwan still accounts for 80% of the worldwide notebook manufacturing,...
  • galaxy
    Samsung Electronics has reported operating profits of KRW6.2 trillion (US$5.3 billion) on consolidated revenues of KRW52.4 trillion for the first quarter of 2019. The profit and revenue results show declines of 60% and 13%, respectively, on year.
  • Despite 5G applications still at a budding stage, Taiwan's Ministry of Science and Technology (MOST) is actively seeking B5G (beyond 5G) and 6G academic research projects aiming to meet tech demand by 2030, according to ministry sources.

China smartphone market and industry – 1Q 2019

Taiwan LCD TVs – 1Q 2019

Taiwan large-size LCD panels – 1Q 2019

Global AP demand forecast, 2017-2022

Global server shipment forecast and industry analysis, 2019

Global mobile device shipment forecasts, 2019 and beyond: Smartphones, notebooks and tablets

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